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LMCG Investments’s iShares Preferred and Income Securities ETF PFF Stock Holding History

LMCG Investments’s Portfolio PFF Stock Details PFF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-67,360
Closed -$2.13M – 317
2022
Q3 		$2.13M Buy
+67,360
New +$2.26M 0.16% 149

Other funds holding PFF

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AB
Aozora Bank Tokyo, Japan $43.6M AUM 1.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LMCG Investments's PFF Position: Q4 2022 in Review

LMCG Investments sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 67,360 shares — an estimated $2.13M sold.

LMCG Investments first reported a position in PFF in Q3 2022 and held it in 1 quarter. The position peaked at $2.13M in Q3 2022. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

  • LMCG Investments reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
  • LMCG Investments sold 67,360 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $2.13M.
  • LMCG Investments first reported a position in iShares Preferred and Income Securities ETF in Q3 2022 and held it in 1 quarter.
  • LMCG Investments's iShares Preferred and Income Securities ETF position peaked at $2.13M in Q3 2022.
  • 977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on LMCG Investments's 13F filing for Q4 2022, filed 7 Feb 2023.